Sr Financial Analyst – FP&A and Systems

Overview

Description — Purpose and Scope:
Under limited supervision the Senior Financial Analyst - FP&A and Systems, performs the administration, maintenance, and optimization of financial system (One Stream) that support accounting, consolidation, reporting and planning as well as perform FP&A tasks related to financial analysis around monthly management reporting, budgeting/forecasting and adhoc as needed. This high visibility role supports the VP Finance and CFO in all financial analysis, reporting and systems requirements related to monthly management reporting, BOD, budgeting and forecasting.

Additionally as the One Stream SME, this role is responsible for system maintenance, training, SOP creation, system enhancement, dashboard/report creation and continuous improvement of system/reporting infrastructure.

• Administer the daily operation of One Stream system, ensuring its reliability, availability, and performance.
• Monitor system health and address any issues or errors promptly to minimize downtime.
• Implement system upgrades, patches, and enhancements as necessary.
• Support other financial systems as necessary.
• Act as system super-user to provide training to others in the organization as necessary on reporting and system enhancements.
• Continue building knowledge on One Stream by identifying and attending trainings available to make Tolmar self-sufficient on reporting, dashboarding and system build enhancements.
• Develop and maintain system user guides, process documentation & SOPs as necessary.
• Establish efficient processes around system deployment and use with a continuous improvement mindset.
• Maintain master data management to ensure consistency across all systems.
• Perform data load tie-outs and reconciliations to ensure accuracy and integrity of financial data through the monitoring and continuous improvement of data integrations.
• Interface with Information Technology Services to ensure system configuration, version and underlying infrastructure is maintained.
• Implement and maintain security measures to protect sensitive financial data.
• Administer user access and permissions according to established policies and procedures.
• Stay informed about security best practices and proactively address any vulnerabilities.

• Full ownership and accountability of monthly management reporting (MMR) workbook, sales preview, and forecasting workbook (e.g., Monthly forecast, LBE, Budget) along with all related reports and analysis.
• Build and demonstrate understanding of Tolmar's financial statements to operational drivers by business units to perform effective variance analysis and identify reporting solutions as well as system enhancements needed.
• Develop and maintain centralized reporting solutions to meet the needs of stakeholders.
• Assist with financial reporting queries and ad hoc analysis as part of Monthly Management Review, BOD and Budgeting/forecasting processes
• Support the creation and maintenance of templates for forecast and budget scenarios.
• Coordinate with business unit and Finance teams to ensure accurate and timely input of financial data.
• Support the rolling forward of templates to facilitate ongoing forecasting and budgeting processes.
• Perform other duties as assigned.

• Financial system know-how including One Stream, Oracle Hyperion, SAP BPC, Planful.
• Excellent analytical and problem-solving skills.
• Strong understanding of financial consolidation, reporting, budgeting, and forecasting processes.
• Effective communication and collaboration abilities; ability to establish and maintain cooperative working relationships with those contacted in the course of work.
• Attention to detail and a commitment to data accuracy and integrity.
• Ability to work independently and be self-motivated.
• Strong understanding of financial consolidation, reporting, budgeting, and forecasting processes.
• Ability to work in a fast-paced, complex, evolving organization with diverse stakeholders.
• Knowledge of regulatory compliance requirements (e.g., SOX, GDPR) related to financial systems.
• Drive to gain knowledge and continuously grow.

This position is expected to operate within the framework of Tolmar's Core Values:

• Center on People: We commit to support the well-being of our patients. We are committed to treating our employees and those we serve as valued partners. By placing people at the heart of our actions, we actively engage, invigorate, acquire knowledge, and grow together.
• Are Proactive & Agile: We embody a culture of engagement and action. With a hands-on approach, we fearlessly adapt to change. We anticipate, respond swiftly and efficiently to ignite a spirit that propels us towards extraordinary outcomes.
• Act Ethically: We are committed to consistently conducting our business in an ethical, compliant, and socially aware manner, in line with our purpose of positively impacting lives. We actively cultivate diversity, equity, inclusion & sustainability in our…